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UHT

Universal Health Realty Income Trust

164 hedge funds and large institutions have $324M invested in Universal Health Realty Income Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.03% less ownership

Funds ownership: 63.92%62.9% (-1%)

5% less funds holding

Funds holding: 173164 (-9)

20% less capital invested

Capital invested by funds: $405M → $324M (-$80.9M)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.3M +$4.34M +106,573 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.9M -$437K -10,736 -0.7%
State Street
3
State Street
Massachusetts
$22.6M +$635K +15,581 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$12.5M +$162K +3,986 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$12.5M +$4.09M +100,325 +43%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$12M +$664K +16,292 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.1M +$509K +12,500 +5%
ProShare Advisors
8
ProShare Advisors
Maryland
$7.34M -$5.09M -125,041 -39%
Morgan Stanley
9
Morgan Stanley
New York
$7.22M +$483K +11,848 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.11M -$99.8K -2,449 -1%
Ameriprise
11
Ameriprise
Minnesota
$5.76M +$21.4K +526 +0.3%
Northern Trust
12
Northern Trust
Illinois
$5.22M +$309K +7,576 +6%
Charles Schwab
13
Charles Schwab
California
$4.49M +$91.3K +2,241 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.24M +$1.31M +32,128 +39%
Invesco
15
Invesco
Georgia
$3.43M +$76K +1,865 +2%
Stifel Financial
16
Stifel Financial
Missouri
$2.91M +$222K +5,447 +7%
Goldman Sachs
17
Goldman Sachs
New York
$2.76M -$355K -8,723 -11%
Millennium Management
18
Millennium Management
New York
$2.57M -$1.64M -40,245 -37%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.5M +$100K +2,458 +4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$2.17M +$203K +4,979 +9%
Bank of America
21
Bank of America
North Carolina
$1.94M -$182K -4,465 -8%
PAM
22
Panagora Asset Management
Massachusetts
$1.93M +$337K +8,282 +19%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$1.93M +$295K +7,253 +16%
WA
24
WealthTrust Axiom
Pennsylvania
$1.52M -$60.4K -1,482 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.32M

UHT Hedge Fund Activity: Q4 2024 in Review

164 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2024, worth a combined $324M — down 20% from $405M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 14 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $4.34M. The largest seller was ProShare Advisors, cutting an estimated $5.09M.

  • 164 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2024, down from 173 in Q3 2024.
  • Funds reported $324M of Universal Health Realty Income Trust stock for Q4 2024, down 20% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q4 2024 and 21 closed out, a net change of -7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2024 was BlackRock, an estimated $4.34M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2024 was ProShare Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.